LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Diversified Active

CIK: 0000897599 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 2, 2016

Total Value ($000): $1,153,227 (100.0% shares, 0.0% debt)

Holdings (121)

XLK SELECT SECTOR SPDR-TECHNOLOGY 10.5%
Value ($000) $120,652 Shares 2,525,162 Est. Cost $40.31 Unrealized
XLF SELECT SECTOR SPDR-FINANCIAL 8.1%
Value ($000) $92,972 Shares 4,817,218 Est. Cost $20.94 Unrealized
XLY SELECT SECTOR SPDR-CONSUMER DI 6.8%
Value ($000) $78,376 Shares 979,210 Est. Cost $60.91 Unrealized
XLV SELECT SECTOR SPDR-HEALTH CARE 6.4%
Value ($000) $73,783 Shares 1,023,200 Est. Cost $64.97 Unrealized
XLP CONSUMER STAPLES SPDR 5.7%
Value ($000) $65,635 Shares 1,233,512 Est. Cost $50.27 Unrealized
IYR ISHARES DJ US REAL ESTATE 5.7%
Value ($000) $65,318 Shares 810,000 Est. Cost $80.64 Unrealized
XLI SELECT SECTOR SPDR-INDUSTRIAL 5.6%
Value ($000) $64,449 Shares 1,103,950 Est. Cost $50.72 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKT 5.0%
Value ($000) $57,861 Shares 1,268,593 Est. Cost $43.12 Unrealized
XLE SELECT SECTOR SPDR-ENERGY 4.3%
Value ($000) $49,972 Shares 707,718 Est. Cost $78.99 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 2.2%
Value ($000) $25,813 Shares 690,000 Est. Cost $36.74 Unrealized
LYXOR UCITS ETF STOXX EUROPE 6 2.0%
Value ($000) $23,062 Shares 1,244,500 Est. Cost $18.53 Unrealized
XLU SELECT SECTOR SPDR-UTILITIES 2.0%
Value ($000) $22,809 Shares 465,575 Est. Cost $48.58 Unrealized
XLRE SELECT SECTOR SPDR- REAL ESTAT 2.0%
Value ($000) $22,732 Shares 693,693 Est. Cost $32.77 Unrealized
XLB SELECT SECTOR SPDR-MATERIALS 1.8%
Value ($000) $20,812 Shares 435,844 Est. Cost $45.38 Unrealized
SPY SPDR-S&P 500 INDEX 1.7%
Value ($000) $19,973 Shares 92,340 Est. Cost $182.35 Unrealized
AGG ISHARES CORE TOTAL US BOND ETF 1.6%
Value ($000) $18,662 Shares 166,000 Est. Cost $108.90 Unrealized
EWC ISHARES MSCI CANADA INDEX 1.5%
Value ($000) $16,993 Shares 661,447 Est. Cost $24.12 Unrealized
ISHARES JAPAN 1.3%
Value ($000) $15,186 Shares 1,211,000 Est. Cost $12.37 Unrealized
OEF ISHARES S&P100 ETF 1.2%
Value ($000) $13,320 Shares 138,847 Est. Cost $91.19 Unrealized
EEM ISHARE MSCI EMERGING MARKETS E 1.1%
Value ($000) $12,733 Shares 340,000 Est. Cost $37.89 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX F 1.0%
Value ($000) $11,767 Shares 563,000 Est. Cost $19.09 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $8,795 Shares 77,800 Est. Cost $22.26 Unrealized +8.9%
VGK VANGUARD FTSE EUROPE ETF 0.7%
Value ($000) $8,430 Shares 173,000 Est. Cost $48.80 Unrealized
SPDR S&P OIL & GAS EXPLORATION 0.6%
Value ($000) $7,461 Shares 194,000 Est. Cost $34.81 Unrealized
IJK ISHARES S&P MIDCAP 400/GROWTH 0.6%
Value ($000) $7,457 Shares 42,676 Est. Cost $166.04 Unrealized
IWM RUSSELL 2000 INDEX FUND 0.6%
Value ($000) $7,221 Shares 58,136 Est. Cost $115.26 Unrealized
IJJ ISHARES S&P MIDCAP 400/VALUE E 0.6%
Value ($000) $6,497 Shares 48,849 Est. Cost $128.12 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACT 0.6%
Value ($000) $6,487 Shares 83,847 Est. Cost $65.08 Unrealized
NXPI NXP SEMICONDUCTORS 0.5%
Value ($000) $6,029 Shares 59,100 Est. Cost $61.44 Unrealized +22.6%
AMZN AMAZON.COM INC. 0.5%
Value ($000) $5,443 Shares 6,500 Est. Cost $21.51 Unrealized +77.9%
SHIRE PLC-ADR 0.5%
Value ($000) $5,428 Shares 28,000 Est. Cost $186.54 Unrealized
SDY SPDR-S&P DIVIDEND 0.5%
Value ($000) $5,400 Shares 64,017 Est. Cost $76.19 Unrealized
JP MORGAN ALERIAN MLP 0.4%
Value ($000) $4,882 Shares 155,000 Est. Cost $28.66 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIALS 0.4%
Value ($000) $4,633 Shares 270,000 Est. Cost $17.16 Unrealized
UTHR UNITED THERAPEUTICS CORP 0.4%
Value ($000) $4,416 Shares 37,400 Est. Cost $114.31 Unrealized +5.1%
IBB ISHARES NASDAQ BIOTECH 0.4%
Value ($000) $4,342 Shares 15,000 Est. Cost $289.47 Unrealized
SEAGATE TECHNOLOGY HOLDINGS 0.4%
Value ($000) $4,240 Shares 110,000 Est. Cost $35.30 Unrealized
META FACEBOOK 0.4%
Value ($000) $4,041 Shares 31,500 Est. Cost $108.41 Unrealized +13.7%
ORCL ORACLE CORP 0.3%
Value ($000) $3,967 Shares 101,000 Est. Cost $32.86 Unrealized +7.8%
JPM JP MORGAN 0.3%
Value ($000) $3,862 Shares 58,000 Est. Cost $46.20 Unrealized +10.1%
MS MORGAN STANLEY 0.3%
Value ($000) $3,847 Shares 120,000 Est. Cost $24.23 Unrealized -5.7%
DB COMMODITY INDEX FUND 0.3%
Value ($000) $3,828 Shares 255,000 Est. Cost $21.76 Unrealized
GOOGL ALPHABET INC - CL A 0.3%
Value ($000) $3,779 Shares 4,700 Est. Cost $34.14 Unrealized +13.7%
EW EDWARDS LIFESCIENCES CORP. 0.3%
Value ($000) $3,665 Shares 30,400 Est. Cost $34.21 Unrealized +10.1%
POWERSHARES S&P 500 QUALITY 0.3%
Value ($000) $3,634 Shares 144,318 Est. Cost $22.40 Unrealized
ALEXION PHARMACEUTICALS, INC. 0.3%
Value ($000) $3,627 Shares 29,600 Est. Cost $118.63 Unrealized
ZYNGA, INC. 0.3%
Value ($000) $3,594 Shares 1,235,000 Est. Cost $3.00 Unrealized
NASDAQ 100 MFC POWERSHARES 0.3%
Value ($000) $3,562 Shares 30,000 Est. Cost $111.86 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $3,398 Shares 59,000 Est. Cost $33.47 Unrealized +50.3%
VZ VERIZON COMMUNICATION INC. 0.3%
Value ($000) $3,327 Shares 64,000 Est. Cost $32.90 Unrealized 0.0%
ISHARES MSCI UNITED KINGDOM 0.3%
Value ($000) $3,311 Shares 209,000 Est. Cost $16.13 Unrealized
GDX VANECK VECTORS GOLD MINERS 0.3%
Value ($000) $3,172 Shares 120,000 Est. Cost $26.43 Unrealized
S&P 500 PURE GROWTH 0.3%
Value ($000) $3,170 Shares 37,633 Est. Cost $77.28 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $3,131 Shares 32,969 Est. Cost $92.89 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.3%
Value ($000) $3,117 Shares 20,150 Est. Cost $149.38 Unrealized
TWITTER INC 0.3%
Value ($000) $3,043 Shares 132,000 Est. Cost $16.83 Unrealized
EFG ISHARES MSCI EAFE GROWTH 0.2%
Value ($000) $2,696 Shares 39,420 Est. Cost $65.76 Unrealized
CMCSA COMCAST CORPORATION 0.2%
Value ($000) $2,654 Shares 40,000 Est. Cost $20.29 Unrealized +31.2%
C CITIGROUP 0.2%
Value ($000) $2,645 Shares 56,000 Est. Cost $34.37 Unrealized -0.7%
PANDORA MEDIA INC 0.2%
Value ($000) $2,637 Shares 184,000 Est. Cost $8.95 Unrealized
PHM PULTE GROUP 0.2%
Value ($000) $2,593 Shares 129,400 Est. Cost $16.52 Unrealized +12.3%
MRK MERCK & CO. INC. 0.2%
Value ($000) $2,559 Shares 41,000 Est. Cost $38.62 Unrealized +13.2%
CMA COMERICA INC. 0.2%
Value ($000) $2,506 Shares 52,950 Est. Cost $28.81 Unrealized +7.9%
VOLKSWAGEN AG 0.2%
Value ($000) $2,438 Shares 84,000 Est. Cost $26.75 Unrealized
EXPRESS SCRIPTS, INC 0.2%
Value ($000) $2,398 Shares 34,000 Est. Cost $75.80 Unrealized
XRAY DENTSPLY INTL INC 0.2%
Value ($000) $2,377 Shares 40,000 Est. Cost $61.55 Unrealized -0.2%
PROSHARES S&P500 HI DIV 0.2%
Value ($000) $2,317 Shares 59,546 Est. Cost $32.19 Unrealized
ALLERGAN PLC 0.2%
Value ($000) $2,303 Shares 10,000 Est. Cost $288.73 Unrealized
GDXJ VANECK VECTORS JUNIOR GOLD MIN 0.2%
Value ($000) $2,214 Shares 50,000 Est. Cost $44.28 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.2%
Value ($000) $2,062 Shares 19,681 Est. Cost $104.77 Unrealized
T AT&T INC 0.2%
Value ($000) $2,030 Shares 50,000 Est. Cost $16.29 Unrealized 0.0%
GOOG ALPHABET INC NON-VOTING CL C 0.2%
Value ($000) $2,021 Shares 2,600 Est. Cost $32.70 Unrealized +15.3%
S&P 500 PURE VALUE 0.2%
Value ($000) $2,019 Shares 38,183 Est. Cost $50.99 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP 0.2%
Value ($000) $2,009 Shares 38,332 Est. Cost $50.13 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $1,975 Shares 16,237 Est. Cost $117.13 Unrealized
DXCM DEXCOM INC. 0.2%
Value ($000) $1,929 Shares 22,000 Est. Cost $17.03 Unrealized +30.6%
CCL INDUSTRIES CLB (2417028) 0.2%
Value ($000) $1,922 Shares 10,000 Est. Cost $173.10 Unrealized
BROADCOM LTD 0.2%
Value ($000) $1,830 Shares 10,605 Est. Cost $161.83 Unrealized
FITBIT INC 0.2%
Value ($000) $1,781 Shares 120,000 Est. Cost $14.84 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,774 Shares 47,000 Est. Cost $25.56 Unrealized +12.0%
PTC PTC INC 0.2%
Value ($000) $1,772 Shares 40,000 Est. Cost $41.47 Unrealized 0.0%
RIG TRANSOCEAN INC 0.2%
Value ($000) $1,759 Shares 165,000 Est. Cost $11.77 Unrealized -10.2%
DIS WALT DISNEY CO. 0.2%
Value ($000) $1,746 Shares 18,800 Est. Cost $92.18 Unrealized -3.6%
EFV ISHARES MSCI EAFE VALUE 0.2%
Value ($000) $1,744 Shares 37,777 Est. Cost $44.87 Unrealized
HPQ HEWLETT PACKARD 0.1%
Value ($000) $1,646 Shares 106,000 Est. Cost $7.71 Unrealized +35.9%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,593 Shares 10,000 Est. Cost $23.57 Unrealized -3.3%
POWERSHARES S&P 500 LOW 0.1%
Value ($000) $1,586 Shares 38,233 Est. Cost $41.48 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,523 Shares 19,250 Est. Cost $69.80 Unrealized -17.2%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $1,478 Shares 120,000 Est. Cost $9.51 Unrealized +8.8%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $1,454 Shares 13,400 Est. Cost $100.34 Unrealized 0.0%
TRIP TRIPADVISOR INC 0.1%
Value ($000) $1,453 Shares 23,000 Est. Cost $57.17 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $1,400 Shares 10,000 Est. Cost $120.51 Unrealized 0.0%
FIS FIDELITY NATIONAL 0.1%
Value ($000) $1,387 Shares 18,000 Est. Cost $59.49 Unrealized +11.5%
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $1,334 Shares 8,400 Est. Cost $101.76 Unrealized 0.0%
RNR RENAISSANCERE HLDGS LTD 0.1%
Value ($000) $1,322 Shares 11,000 Est. Cost $117.88 Unrealized 0.0%
CME CME GROUP INC 0.1%
Value ($000) $1,254 Shares 12,000 Est. Cost $73.18 Unrealized 0.0%
MAS MASCO CORP 0.1%
Value ($000) $1,235 Shares 36,000 Est. Cost $27.32 Unrealized +10.0%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $1,199 Shares 20,500 Est. Cost $30.26 Unrealized +9.5%
ZTS ZOETIS INC 0.1%
Value ($000) $1,196 Shares 23,000 Est. Cost $47.09 Unrealized 0.0%
MYLAN, INC. 0.1%
Value ($000) $1,105 Shares 29,000 Est. Cost $38.10 Unrealized
HAL HALLIBURTON 0.1%
Value ($000) $1,077 Shares 24,000 Est. Cost $36.37 Unrealized 0.0%
SPIRIT AEROSYSTEMS HLDGS INC 0.1%
Value ($000) $1,069 Shares 24,000 Est. Cost $44.54 Unrealized
BAKER HUGHES INCORPORATED 0.1%
Value ($000) $1,009 Shares 20,000 Est. Cost $50.45 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $1,001 Shares 19,000 Est. Cost $34.82 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $947 Shares 10,000 Est. Cost $94.70 Unrealized
VANECK VECTORS OIL SERVICES ET 0.1%
Value ($000) $908 Shares 31,000 Est. Cost $29.26 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $842 Shares 12,000 Est. Cost $40.51 Unrealized +30.0%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $792 Shares 14,000 Est. Cost $57.47 Unrealized
AXP AMERICAN EXPRESS CO. 0.1%
Value ($000) $768 Shares 12,000 Est. Cost $55.25 Unrealized +1.9%
DLB DOLBY LABORATORIES INC 0.1%
Value ($000) $760 Shares 14,000 Est. Cost $44.12 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP 0.1%
Value ($000) $723 Shares 5,000 Est. Cost $138.59 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $666 Shares 7,500 Est. Cost $59.82 Unrealized +10.3%
MONSANTO CO 0.1%
Value ($000) $664 Shares 6,500 Est. Cost $102.15 Unrealized
STM ST MICRO ELECTRONICS 0.1%
Value ($000) $652 Shares 80,000 Est. Cost $5.89 Unrealized
VANTIV INC 0.0%
Value ($000) $506 Shares 9,000 Est. Cost $56.22 Unrealized
CITRIX SYSTEM 0.0%
Value ($000) $426 Shares 5,000 Est. Cost $74.18 Unrealized
PVTPL GDR LEVANESE CO FOR DEV 0.0%
Value ($000) $393 Shares 42,264 Est. Cost $11.22 Unrealized
NAVIOS MARITIME HOLDINGS INC. 0.0%
Value ($000) $30 Shares 25,000 Est. Cost $2.48 Unrealized
LONGTOP FINANCIAL ADR 0.0%
Value ($000) $3 Shares 94,200 Est. Cost $0.03 Unrealized
KUSHNER-LOCKE CO 0.0%
Value ($000) $0 Shares 352,050 Est. Cost Unrealized
SGRZ STONEPATH GROUP INC 0.0%
Value ($000) $0 Shares 679,800 Est. Cost $0.00 Unrealized +575.2%